# Bradley Plumbing & Heating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bradley-plumbing-heating-inc-401k-plan

> Bradley Plumbing & Heating, INC.'s 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bradley Plumbing & Heating, INC.

- **Sponsor EIN:** 630461546

- **Sponsor Address:** 431 HACKEL DRIVE, MONTGOMERY, AL, 36117

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|129|$8.1M|$250,495|$350,463|

| 2023|135|$7.1M|$176,197|$329,529|

| 2022|136|$5.8M|$169,528|$331,497|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$34,029|$17,614|$16,415|—|—|

| 2023|$36,961|$24,956|$12,005|—|—|

| 2022|$37,176|$22,056|$15,120|—|—|

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